Baird Financial Group
SPTL icon

Baird Financial Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Baird Financial Group’s Portfolio SPTL Stock Details SPTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.05M Sell
116,186
-146,020
-56% -$3.81M ﹤0.01% 947
2026
Q1 		$6.9M Buy
262,206
+46,406
+22% +$1.24M 0.01% 647
2025
Q4 		$5.71M Sell
215,800
-42,964
-17% -$1.16M 0.01% 698
2025
Q3 		$6.97M Buy
258,764
+98,579
+62% +$2.6M 0.01% 641
2025
Q2 		$4.26M Sell
160,185
-60,632
-27% -$1.59M 0.01% 763
2025
Q1 		$6.02M Buy
220,817
+79,261
+56% +$2.11M 0.01% 623
2024
Q4 		$3.71M Sell
141,556
-8,426
-6% -$231K 0.01% 778
2024
Q3 		$4.36M Buy
149,982
+378
+0.3% +$10.8K 0.01% 718
2024
Q2 		$4.07M Sell
149,604
-582
-0.4% -$15.7K 0.01% 723
2024
Q1 		$4.2M Buy
150,186
+3,859
+3% +$108K 0.01% 712
2023
Q4 		$4.25M Buy
146,327
+3,744
+3% +$99.7K 0.01% 695
2023
Q3 		$3.73M Buy
142,583
+5,717
+4% +$161K 0.01% 709
2023
Q2 		$4.09M Buy
136,866
+9,056
+7% +$274K 0.01% 682
2023
Q1 		$3.95M Buy
127,810
+14,377
+13% +$437K 0.01% 664
2022
Q4 		$3.29M Buy
113,433
+3,802
+3% +$111K 0.01% 703
2022
Q3 		$3.25M Buy
+109,631
New +$3.56M 0.01% 678
2020
Q2 		– Sell
-6,827
Closed -$323K – 1581
2020
Q1 		$323K Sell
6,827
-2,224
-25% -$95.1K ﹤0.01% 1195
2019
Q4 		$352K Sell
9,051
-22,212
-71% -$888K ﹤0.01% 1273
2019
Q3 		$1.28M Buy
31,263
+8,548
+38% +$341K 0.01% 910
2019
Q2 		$867K Buy
+22,715
New +$830K ﹤0.01% 1039
2016
Q4 		– Sell
-37,916
Closed -$1.5M – 1257
2016
Q3 		$1.5M Buy
37,916
+874
+2% +$34.9K 0.01% 639
2016
Q2 		$1.48M Sell
37,042
-1,046
-3% -$39.8K 0.01% 628
2016
Q1 		$1.44M Buy
+38,088
New +$1.41M 0.01% 613

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Baird Financial Group's SPTL Position: Q2 2026 in Review

Baird Financial Group reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 56% in Q2 2026, selling an estimated $3.81M and leaving 116,186 shares worth $3.05M. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Baird Financial Group first reported a position in SPTL in Q1 2016 and has held it in 23 quarters since. The position peaked at $6.97M in Q3 2025. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Baird Financial Group held 116,186 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $3.05M as of Q2 2026.
  • Baird Financial Group sold 146,020 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $3.81M.
  • State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #947 holding.
  • Baird Financial Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2016 and has held it in 23 quarters since.
  • Baird Financial Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $6.97M in Q3 2025.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.